2018-04-25T11:00:07-05:00 2017-06-30 346565596 Ernst & Young US LLP 560 Mission Street Suite 1600 San Francisco CA 94105 990 2016-07-01 941156266 University of the Pacific UNIV 2099467372 3601 Pacific Avenue Stockton CA 95211 Kenneth M Mullen VP For Business & Finance 2018-04-25 true Eva Nitta P01286320 4158948000 2016 2021-01-29 14:40:06Z Pamela A Eibeck PhD President 3601 Pacific Avenue Stockton CA 95211 1232804976 false X www.pacific.edu X 1851 CA To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. 25 24 5280 474211 0 27709644 39895562 335347771 342845012 19862529 26416686 13278896 15392089 396198840 424549349 71105391 74401707 0 200583715 211249738 0 12257190 119702851 117416053 391391957 403067498 4806883 21481851 986383062 1067228653 264961898 302225294 721421164 765003359 X To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities. false false 213060445 320006366 INSTRUCTION, DEPARTMENTAL AND ACADEMIC SUPPORT: INCLUDES THE SALARIES, BENEFITS, SUPPLIES AND DEPARTMENTAL SUPPORT NECESSARY TO DELIVER HIGHER EDUCATION SERVICES FOR THE UNIVERSITY'S APPROXIMATELY 6,100 UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ACROSS THREE NORTHERN CALIFORNIA CAMPUSES. THE UNIVERSITY'S MAIN CAMPUS IN STOCKTON COMBINES MANY OF THE ADVANTAGES OF A LARGER UNIVERSITY WITH THOSE OF A SMALL LIBERAL ARTS COLLEGE, OFFERING A BROAD ARRAY OF UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREE PROGRAMS THROUGH SEVEN SCHOOLS, INCLUDING THE COLLEGE OF THE PACIFIC, THE SCHOOL OF INTERNATIONAL STUDIES, THE SCHOOL OF ENGINEERING AND COMPUTER SCIENCE, THE CONSERVATORY OF MUSIC, THE EBERHARDT SCHOOL OF BUSINESS, THE GLADYS L. BENERD SCHOOL OF EDUCATION, AND THE THOMAS J. LONG SCHOOL OF PHARMACY AND HEALTH SCIENCES. THE SAN FRANCISCO CAMPUS IS HOME TO THE ARTHUR A. DUGONI SCHOOL OF DENTISTRY, ONE OF THE LEADING DENTAL SCHOOLS IN THE NATION AND SEVERAL OTHER NEW ACADEMIC PROGRAMS INCLUDING: DATA ANALYTICS, AUDIOLOGY, AND MUSIC THERAPY. THE SACRAMENTO CAMPUS IS HOME TO THE MCGEORGE SCHOOL OF LAW AND HAS ALSO EXPANDED TO INCLUDE SEVERAL SPECIALIZED LEGAL DEGREE PROGRAMS, GRADUATE PROGRAMS IN BUSINESS, AND PHYSICIAN'S ASSISTANT AND DATA ANALYTICS OFFERINGS. 103604529 74401707 590684 STUDENT SERVICES, SCHOLARSHIPS AND FINANCIAL AID: INCLUDES EXPENDITURES FOR ALL FORMS OF STUDENT AID AND EXPENDITURES FOR THE EDUCATION AND SUPPORT OF THE UNIVERSITY'S APPROXIMATELY 6,100 STUDENTS. THE UNIVERSITY'S FINANCIAL AID PROGRAM DEMONSTRATES AN ONGOING COMMITMENT TO PUT A QUALITY EDUCATION WITHIN REACH, PROVIDING A WIDE RANGE OF SCHOLARSHIPS AND GRANTS, INCLUDING MATCHING CAL GRANTS FOR STUDENTS WHO QUALIFY. THE UNIVERSITY'S FOUR-YEAR GUARANTEE PROVIDES STUDENTS ASSURANCE THEY WILL BE ABLE TO GET THE CLASSES THEY NEED TO GRADUATE ON TIME. 31850550 30859067 AUXILIARY ACTIVITIES: INCLUDES SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES AND ATHLETICS ACTIVITIES, INCLUDING CAMPUS BOOKSTORES, FITNESS CENTER, DINING SERVICES, RESIDENTIAL LIFE AND HOUSING. 14019761 RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. 14019761 362535285 true true false true false false false true false true true true false false true true true false true true true false false false true false false false true true true false false false false false false true true true true true true false false false false false false false true 936 2 true 5280 true true true true AU false false false true true false false false false X 25 24 false false false false false false false true true false false true true true true true true true true false CA X X Kenneth M Mullen 2099467372 3601 Pacific Avenue Stockton CA 95211 Eibeck Pamela President 50.0 0.0 X X 567030 0 105135 Fleming Richard Board Member, Treasurer, Committee Chair 15.0 0.0 X X 0 0 0 Huber Kevin Board Member, Vice Chair 10.0 0.0 X X 0 0 0 Janssen Kathleen Board Member, Chair, Committee Chair 15.0 0.0 X X 0 0 0 Spears Janet Board Member, Secretary 10.0 0.0 X X 0 0 0 Allen Norman Board Member, Committee Chair 10.0 0.0 X 0 0 0 Al-Saleh Fawzi Board Member 5.0 0.0 X 0 0 0 Berberian Ronald Board Member 5.0 0.0 X 0 0 0 Berolzheimer Charles Board Member, Committee Chair 10.0 0.0 X 0 0 0 Bowman Kirk Board Member 5.0 0.0 X 0 0 0 Chan Virginia Board Member 5.0 0.0 X 0 0 0 Dreyfuss Evan Board Member 5.0 0.0 X 0 0 0 Ferris Noel Board Member, Committee Chair 5.0 0.0 X 0 0 0 Flores Armando Board Member 5.0 0.0 X 0 0 0 Gleason Bradford Board Member 5.0 0.0 X 0 0 0 Gustafson Clark Board Member, Committee Chair 10.0 0.0 X 0 0 0 Hayashi Randy Board Member 5.0 0.0 X 0 0 0 Hoch Andrea Board Member 5.0 0.0 X 0 0 0 Kurtin Eve Board Member 5.0 0.0 X 0 0 0 McShane Kathleen Board Member, Committee Chair 10.0 0.0 X 0 0 0 Mitchell Gary Board Member 5.0 0.0 X 0 0 0 Philibosian Dianne Board Member 5.0 0.0 X 0 0 0 Rishwain Constance Board Member 5.0 0.0 X 0 0 0 Scotland Arthur Board Member 5.0 0.0 X 0 0 0 Shalvey Don Board Member 5.0 0.0 X 0 0 0 Stirling Susanne Board Member, Committee Chair 10.0 0.0 X 0 0 0 Atterbury George VP, Development 50.0 0.0 X 367169 0 60474 Day Patrick VP, Student Life 50.0 0.0 X 215767 0 46204 Lackey Mary Lou VP and Sec. to Bd of Regents (Outgoing) 50.0 0.0 X 244923 0 58984 Mullen Kenneth VP, Business & Finance 50.0 0.0 X 385909 0 68155 Pallavicini Maria Provost 50.0 0.0 X 411477 0 52140 Sprecher Art VP for Technology and CIO 50.0 0.0 X 261686 0 51305 Ebbers Daniel Interim Dean, Conservatory of Music 50.0 0.0 X 128538 0 36372 Ferrillo Patrick Dean, Dugoni School of Dentistry (outgoing) 50.0 0.0 X 599482 0 26346 Fraden Rena Dean, College of the Pacific 50.0 0.0 X 249237 0 37579 Gale Lewis Dean, Eberhardt School of Business 50.0 0.0 X 234066 0 46926 Howell Steven Dean, Engineering & Computer Science 50.0 0.0 X 305710 0 49331 Manilay Bayani Assistant Vice President, Treasury 50.0 0.0 X 155267 0 36913 Mootz Francis Dean, McGeorge School of Law 50.0 0.0 X 322883 0 67372 Nadershahi Nader Interim Dean and Dean, Dugoni School of Dentistry 50.0 0.0 X 409801 0 45343 Oppenheimer Phillip Dean, Pharmacy & Health Sciences 50.0 0.0 X 258989 0 43169 Sheared Vanessa Dean, School of Education (incoming) 50.0 0.0 X 83397 0 10412 Thompson James Michael Associated Vice President and Vice Provost for Enrollment Management 50.0 0.0 X 248309 0 26056 Webster Linda Interim Dean, School of Education (outgoing) 50.0 0.0 X 132083 0 36748 Cox Darren Associate Professor 50.0 0.0 X 355811 0 34600 Indresano A Thomas Professor, Chair Oral Surgery 50.0 0.0 X 349150 0 42091 Leland Edward Director of Athletics 50.0 0.0 X 364839 0 46018 Nattestad Anders Professor of Oral Surgery 50.0 0.0 X 498596 0 45253 Park Chan Assistant Professor 50.0 0.0 X 441923 0 45283 Beck Lynn Dean, School of Education (on sabbatical) 0.0 0.0 X 194652 0 41346 Weick Cynthia Director Powell Scholar Program 20.0 0.0 X 166517 0 24495 Yarborough Craig Senior Development Officer 20.0 0.0 X 256123 0 44379 8209334 0 1228429 351 true true true CAPSTONE DEVELOPMENT PARTNERS 402 OFFICE PARK DR SUITE 199 MOUNTAIN BRK AL 352232435 REAL ESTATE DEVELOPMENT 4400871 ELLUCIAN COMPANY LP 4 COUNTRY VIEW RD MALVERN PA 193551408 TECHNOLOGY 1207822 WEST COAST CONFERENCE 1111 BAYHILL DR SUITE 405 SAN BRUNO CA 940663043 ATHLETICS CONFERENCE 617672 DEFINO MADDEN O'MALLEY COYLE & KOEWLER 500 CAPITOL MALL SUITE 1550 SACRAMENTO CA 958144740 LEGAL 606079 BRI INVESTORS 1776 W MARCH LN SUITE 170 STOCKTON CA 952076421 PROPERTY MANAGEMENT 598050 29 X 0 0 464575 0 11165013 28265974 3291769 39895562 Tuition 900099 304749128 304749128 0 0 Dental Clinic 900099 14437833 14437833 0 0 Auxiliary 541800 23658051 23658051 0 0 0 0 0 0 342845012 8721227 0 -49992 8771219 0 0 0 0 0 0 0 0 6334677 0 50286 0 6284391 0 6284391 0 6972 6277419 820267597 2910000 805482138 0 14785459 2910000 17695459 0 0 17695459 410073 464575 430711 -20638 0 -20638 0 0 0 0 0 0 2262414 2292492 -30078 -66956 36878 0 Parking 812930 492575 443990 48585 0 Advertising 900099 250092 0 250092 0 Weddings & Facility Rentals 900099 101842 0 101842 0 8313905 8234071 79834 0 9158414 424549349 351456117 474211 32723459 74401707 74401707 9437760 6237972 2471644 728144 140151 140151 149628048 135854983 7432606 6340459 13024564 11933920 541879 548765 27377447 24274649 1685119 1417679 11641768 10351363 774005 516400 5456752 5456752 1613654 1613654 350188 350188 2326766 2326766 10969281 10373795 348911 246575 2336756 2027188 25735 283833 24109588 22988686 609066 511836 7598356 6900893 348264 349199 7695602 6884347 369218 442037 4774571 4254601 183347 336623 6888104 6121548 766556 24017152 21344357 2672795 1683502 1523649 73167 86686 Hospitality Student Room/Board 5351166 5351166 Catering & Other Hospitality 4454523 3958320 140380 355823 Bldg/Grounds Repair/Maint 1657334 1521979 67375 67980 Athletic Activities 4671217 4671217 1461541 1418794 17596 25151 403067498 362535285 28275023 12257190 1315874 366073 10249846 11433879 19826020 20121490 5339045 5495458 0 0 0 31590009 31523687 3178254 3240189 3160617 3218568 608911210 242284564 367944129 366626646 471129799 527894360 68935621 95031383 0 3713848 2276920 986383062 1067228653 24718848 27653760 167990 221161 14620781 15962845 145981103 176332943 16070299 14274919 63402877 67779666 264961898 302225294 X 343124148 341832045 68505191 98541740 309791825 324629574 721421164 765003359 986383062 1067228653 X 21481851 24310424 0 0 0 -2210080 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 49389 49389 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU), THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES AND THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO). THESE ORGANIZATIONS LOBBY ON BEHALF OF HIGHER EDUCATION. THE AMOUNTS SHOWN ON SCHEDULE C, PART II, LINE 1I PERTAIN TO DUES PAID TO THE ABOVE NOTED ASSOCIATIONS. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU), THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES AND THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO). THESE ORGANIZATIONS LOBBY ON BEHALF OF HIGHER EDUCATION. THE AMOUNTS SHOWN ON SCHEDULE C, PART II, LINE 1I PERTAIN TO DUES PAID TO THE ABOVE NOTED ASSOCIATIONS. 65000 46482578 X X X false 375243643 15085253 51369988 14873990 0 3346547 423478347 390625084 9514705 -7845182 14213398 0 2837566 375243643 386612949 6748357 13492697 13655451 0 2573468 390625084 223274000 109770012 64513344 8674469 0 2269938 386612949 199306000 5609000 27667000 8259000 0 1049000 223274000 0.06 0.74 0.2 true false 6263174 6263174 452613710 210863750 241749960 129413151 31420814 97992337 20621175 20621175 366626646 Hedge Funds & Private Equity 92144639 Real and Personal Property 666815 U.S. Equities 469000 Assets Held by Other Trustees 1750929 95031383 Annuity & Unitrust Reserves 11545111 Self Insurance Reserves 12558280 Asset Retirement Obligation 8586101 Capital Lease Obligations 1440703 Federal Student Loan Program 31608686 Early Retirement Reserves 2040785 67779666 X 343978672 24310424 0 0 0 24310424 319668248 0 104881101 104881101 424549349 330958283 0 0 0 0 0 330958283 0 72109215 72109215 403067498 Schedule D, Part III, Line 4 Collections of art - description of collections The University's Holt-Atherton Special Collections department houses the University library's non-circulating rare and unique research materials. The mission of Special Collections is to collect, preserve, and provide access to manuscript collections, a specialized book collection, and the university archives for students and faculty of the University of the Pacific and the general public. The majority of what the Special Collections Department oversees is the following: - John Muir Papers: the world's largest repository of Muir documents; - Moscone Papers: personal letters, political correspondence, draft speeches, and video interviews that bear witness to one of the most transformational eras in California politics; - Brubeck archives: a unique accumulation of materials representing the creative life of one of jazz's most renowned practitioners; - Western Americana: primarily comprised of manuscripts and specialized books, emphasizing California history; -Japanese-American Internment documents - focused on the internment relocation experience with an emphasis on San Joaquin County; -University Archives - historic records generated by administration, faculty, staff and students of Pacific. In October 2013, the estate of the late Robert and Jeannette Powell endowed a $125MM gift to the University. This bequest included approximately 18 works of art from the Powell's personal collection. The items are intended to be held for visual display throughout the University's three campuses. Schedule D, Part V, Line 4 Intended uses of endowment funds The University's endowment funds include quasi-endowed funds established by the board of regents and permanently restricted endowment funds established by donors. Endowed funds are invested in perpetuity in accordance with the university's investment and spending policies. Quasi-endowed funds are restricted to various uses as approved by the Board of Regents. Donor-restricted funds include funds invested for purposes of funding student scholarships, investment in plant, and program support. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The University follows financial accounting standards board interpretation (FASB) ASC Subtopic 740-10, Income Taxes - Overall (Formerly known as FASB Interpretation No. 48, Accounting for Uncertainty in income taxes, an interpretation of FASB Statement No. 109). As per the University's financial statement for June 30, 2017, Pacific is tax exempt under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the Revenue and Taxation Code of the State of California and, generally, is not subject to state or federal taxes on income. However, Pacific remains subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purpose for which it was granted exemption. No income tax provision has been recorded as net income, if any, from any unrelated trade or business and, in the opinion of management, is not material to the financial statements taken as a whole. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Investment Gains - 33554794 Cost of Goods Sold - -2292492 Other Changes - -782908 Financial Aid - 74401707 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements FINANCIAL AID - 74401707 COST OF GOODS SOLD - -2292492 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY Newspaper media displays include statement of racial nondiscriminatory policy of the University in the solicitation of students. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT During the tax year ending on 06/30/2017, the University received support from various federal and state governmental agencies totaling $11,165,013. Central America and the Caribbean 0 0 Investments 77699981 Central America and the Caribbean 0 3 Program Services PROFESSIONAL SERVICES 0 Central America and the Caribbean 0 3 Program Services RESEARCH 0 Central America and the Caribbean 0 15 Program Services STUDY ABROAD 15455 East Asia and the Pacific 0 1 Program Services FUNDRAISING 0 East Asia and the Pacific 0 11 Program Services PROFESSIONAL SERVICES 3000 East Asia and the Pacific 0 2 Program Services RESEARCH 0 East Asia and the Pacific 0 0 Program Services STUDY ABROAD 48000 Europe (Including Iceland and Greenland) 0 0 Program Services ADVERTISING 20380 Europe (Including Iceland and Greenland) 0 13 Program Services PROFESSIONAL SERVICES 4700 Europe (Including Iceland and Greenland) 0 2 Program Services RESEARCH 566 Europe (Including Iceland and Greenland) 1 15 Program Services STUDY ABROAD 90323 Europe (Including Iceland and Greenland) 0 3 Program Services TEAM TRAVEL 0 Middle East and North Africa 0 1 Program Services CONFERENCE 0 Middle East and North Africa 0 1 Program Services PROFESSIONAL SERVICES 0 North America (Canada & Mexico only) 0 6 Program Services CONFERENCE 0 North America (Canada & Mexico only) 0 4 Program Services PROFESSIONAL SERVICES 0 North America (Canada & Mexico only) 0 1 Program Services STUDY ABROAD 0 Russia and Neighboring States 0 1 Program Services PROFESSIONAL SERVICES 0 South America 0 2 Program Services STUDY ABROAD 0 South Asia 0 2 Program Services PROFESSIONAL SERVICES 0 Sub-Saharan Africa 0 1 Program Services PROFESSIONAL SERVICES 0 1 80 0 7 1 87 77882405 0 77882405 true false true true true true Schedule F, Part I, Line 3(f) GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES THE AMOUNTS LISTED IN COLUMN (F) FOR THE UNIVERSITY'S INVESTMENTS IN CENTRAL AMERICAN/CARIBBEAN REFER TO THE FAIR MARKET VALUE OF INVESTMENTS FOR THAT PARTICULAR REGION, NOT SOLELY THE EXPENDITURES FOR THE FISCAL TAX YEAR ENDED 6/30/17, AS REQUIRED BY THE IRS. ORANGE & BLACK BALL 314840 129153 185687 0 77119 40 29640 1400 83858 KIDS IN THE KLINIC 205656 130094 75562 0 32896 34633 30829 0 9884 10 354152 205328 148824 0 88721 20876 13797 250 6768 874648 464575 410073 0 198736 55549 74266 1650 100510 430711 -20638 true DONOR SPONSORED FINANCIAL AID 394 8663754 UNIVERSITY SPONSORED FINANCIAL AID 2989 65737953 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Federal and state programs are administered according to the laws, rules, statutes, and regulations as issued by the State of California and the U.S. Department of Education as well as the U.S. Department of Health and Human Services. University scholarships and grants are administered according to the policies and procedures developed and implemented by the Financial Aid Office in support of the University's strategic enrollment plan. The Financial Aid Office uses the Free Application for Federal Student Aid (FAFSA) as well as a number of supporting documents of verification to determine a student's eligibility for all need based programs. In addition, students are reviewed based on academic qualifications and special talents for merit based programs such as music, athletics, regents scholarships and similar programs. Policies and Procedures ensure that the determination of aid eligibility and the subsequent delivery of aid from any and all programs are done in a fair and equitable manner and in accordance with the rules and regulations that govern the individual programs. X X X X X true true X X X X X true false false false false false false true false Eibeck Pamela President 518828 0 25000 0 23202 0 44500 0 60635 0 672165 0 0 0 Atterbury George VP, Development 299951 0 55000 0 12218 0 44500 0 15974 0 427643 0 0 0 Day Patrick VP, Student Life 207595 0 0 0 8172 0 39458 0 6746 0 261971 0 0 0 Lackey Mary Lou VP and Sec. to Bd of Regents (Outgoing) 213096 0 0 0 31827 0 41866 0 17118 0 303907 0 0 0 Mullen Kenneth VP, Business & Finance 333157 0 0 0 52752 0 44500 0 23655 0 454064 0 0 0 Pallavicini Maria Provost 357689 0 0 0 53788 0 44500 0 7640 0 463617 0 0 0 Sprecher Art VP for Technology and CIO 233293 0 20000 0 8393 0 30092 0 21213 0 312991 0 0 0 Ebbers Daniel Interim Dean, Conservatory of Music 128353 0 0 0 185 0 13820 0 22552 0 164910 0 0 0 Ferrillo Patrick Dean, Dugoni School of Dentistry (outgoing) 210809 0 0 0 388673 0 21344 0 5002 0 625828 0 0 0 Fraden Rena Dean, College of the Pacific 247505 0 0 0 1732 0 24933 0 12646 0 286816 0 0 0 Gale Lewis Dean, Eberhardt School of Business 233386 0 0 0 680 0 24193 0 22733 0 280992 0 0 0 Howell Steven Dean, Engineering & Computer Science 303044 0 0 0 2666 0 26500 0 22831 0 355041 0 0 0 Manilay Bayani Assistant Vice President, Treasury 154620 0 0 0 647 0 15917 0 20996 0 192180 0 0 0 Mootz Francis Dean, McGeorge School of Law 315365 0 0 0 7518 0 26500 0 40872 0 390255 0 0 0 Nadershahi Nader Interim Dean and Dean, Dugoni School of Dentistry 403054 0 0 0 6747 0 26500 0 18843 0 455144 0 0 0 Oppenheimer Phillip Dean, Pharmacy & Health Sciences 255588 0 0 0 3401 0 26275 0 16894 0 302158 0 0 0 Thompson James Michael Associated Vice President and Vice Provost for Enrollment Management 245167 0 0 0 3142 0 24597 0 1459 0 274365 0 0 0 Webster Linda Interim Dean, School of Education (outgoing) 131775 0 0 0 308 0 14187 0 22561 0 168831 0 0 0 Cox Darren Associate Professor 355426 0 0 0 385 0 26500 0 8100 0 390411 0 0 0 Indresano A Thomas Professor, Chair Oral Surgery 344468 0 0 0 4682 0 26500 0 15591 0 391241 0 0 0 Leland Edward Director of Athletics 279775 0 0 0 85064 0 44500 0 1518 0 410857 0 0 0 Nattestad Anders Professor of Oral Surgery 497776 0 0 0 820 0 26500 0 18753 0 543849 0 0 0 Park Chan Assistant Professor 441482 0 0 0 441 0 26500 0 18783 0 487206 0 0 0 Beck Lynn Dean, School of Education (on sabbatical) -5552 0 0 0 200204 0 20091 0 21255 0 235998 0 0 0 Weick Cynthia Director Powell Scholar Program 165806 0 0 0 711 0 16792 0 7703 0 191012 0 0 0 Yarborough Craig Senior Development Officer 254268 0 0 0 1855 0 26480 0 17899 0 300502 0 0 0 Schedule J, Part I, Line 3 METHODS USED TO ESTABLISH COMPENSATION FOR THE PRESIDENT PLEASE SEE SCHEDULE O FOR THE RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15A Schedule J, Part I, Line 1a First-class or charter travel The University does not pay the cost of first class travel. While individuals may choose to travel first class, the University will pay up to the cost of coach or economy class travel. Any exceptions to this policy require the written approval of the President or Vice President for Business & Finance, obtained in advance of travel. Employees are permitted to use personal airline miles, "points," or other for upgrades; however, the University will not reimburse employees for the value of these upgrades. During the calendar year 2016 there were three exceptions granted to approve first class travel. One exception was allowed due to injuries the employee had, to allow for more comfort during the flight. The other two were approved per the employee's contract. The value of the first class travel was considered a necessary business expense and therefore, was not included on the employee's W2. Schedule J, Part I, Line 1a Travel for companions Companion travel is the financial responsibility of the traveler except in cases where the presence of the companion is required for university business reasons and therefore is not included in the individual's W-2. Schedule J, Part I, Line 1a Housing allowance or residence for personal use The University has three campuses, located in Stockton, Sacramento and San Francisco. At the main campus in Stockton and the Sacramento campus, on-campus housing is provided to the President and Dean, respectively. For Stockton and Sacramento, the housing qualifies for exclusion from employee taxable income. A housing allowance in the amount of $3,000 per month is provided to the Director of Athletics and is treated as taxable compensation. The Provost received a $40,000 forgiveness on a housing loan that was included in her W-2 and also within the "other reportable compensation" column of Schedule J. Schedule J, Part I, Line 1a Health or social club dues or initiation fees Some University officers and key employees have University paid memberships in social, golf and country clubs to facilitate business purposes, including donor cultivation, networking and University meetings. Any personal use of such clubs are taxable to the employees and reported as a portion of the "other reportable compensation" on Schedule J Part II Column B(iii). Schedule J, Part I, Line 1a Personal services President Eibeck's W-2 includes "other reportable compensation" of $10,642 for the value of all housekeeping services provided by the University at her on-campus residence. Housekeeping services for the Sacramento campus home is personally paid by the Dean. Schedule J, Part I, Line 4a Severance or change-of-control payment Dean Ferrillo at the Dugoni School of Dentistry in San Francisco received a separation payment of $383,602. Schedule J, Part I, Line 7 Non-fixed payments President Pamela Eibeck received a non-fixed payment based on satisfaction of a performance target at the Board of Regents discretion. Vice President for Development George Atterbury received a non-fixed payment based on satisfaction of performance. Vice President for Technology and CIO Art Sprecher received a non-fixed payment based on satisfaction of contract requirement. A California Educational Facilities Authority 521705592 130178TA4 2009-05-28 14934717 See Part VI false false false B California Educational Facilities Authority 521705592 130178J80 2012-01-26 37987510 See Part VI false false false C California Educational Facilities Authority 521705592 000000000 2014-05-12 36500000 See Part VI false false false D California Educational Facilities Authority 521705592 1301787B6 2015-08-04 75997350 See Part VI false false false A 2990000 0 14966762 0 0 0 298693 0 0 14668069 0 0 2010 false false true true B 5415000 0 38011685 0 1752476 759750 0 0 15524175 19974981 0 2014 true false true true C 12644000 0 36500000 0 0 0 251792 0 0 36248208 0 0 2014 false false true true D 3410000 0 75997350 0 0 888095 0 0 0 75109255 0 2015 true false true true A false true false true true 0.0 0.0 0.0 false false true B false false false false 0.0 0.0017 0.0017 false false true C false false false false 0.0 0.0035 0.0035 false false true D false false true true false 0.0003 0.0002 0.0005 false false true A false false true false false false false false true B false false true false false false false false true C false true false false true false false false true D false true false false false false false false true A true B true C true D true Schedule K, Part III, Line 9 Written Procedures As noted in Schedule K, Part III, Line 9, the University has adopted management practices and procedures to ensure post-issuance compliance of its tax-exempt bond liabilities. The University's written procedures have been updated to ensure that any violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations. Schedule K, Part I, Column (f) Supplemental Information Part I, Column (F) - Description of Purpose Series 2009 (issue date May 28, 2009): Construction of John T. Chambers Engineering Technology Center, construction of Janssen-Lagorio Gymnasium, relocation of data center, upgrade of infrastructure improvements. Series 2012A (issue date January 26, 2012): To refund all of the Series 1998 and 2000 bond issuances and finance the cost of the acquisition, construction, expansion, replacement, renovation, improvement and/or equipping of a seven-story building for the San Francisco Campus at 155 Fifth Street; fund capitalized interest on a portion of the bonds; and pay certain costs in connection with the issuance of the bonds. The refunded series 1998 and 2000 was issued on February 25, 2012. Series 2014 (issue date May 12, 2014): To pay off a prior line of credit loan with Wells Fargo Bank and to pay for the costs of acquiring and developing a seven-story building for the San Francisco Campus at 155 Fifth Street. Series 2015 (issue date August 4, 2015): To refund all of the Series 2004 and 2006 bond issuances. No new debt was incurred with this issuance. Series 2016 (issue date October 26, 2016): To finance the Upper Division Housing Project that includes two four-story residence halls on the Stockton campus. Schedule K, Part II, Line 3 Supplemental Information Part II, line 3, columns A & B - Total proceeds of issue The total proceeds of the issue exceed the issue price due to investment earnings on the project fund. Schedule K, Part II, Line 11 Other Spent Proceeds Part II, line 11, columns B & D - The other spent proceeds are the refunding proceeds of the issue that are no longer in escrow. A California Municipal Finance Authority 201563466 13048TC84 2016-10-26 36704279 SEE PART VI false false false A 36744008 477310 12521739 23744959 false false false true A false false false false 0.0 0.0 0.0 false false true A false true false false false false false false true A true 39661 TUITION ASSISTANCE EDUCATION ACADEMY FOR ACADEMIC LEADERSHIP Vendor and Contributor 120975 SEE SUPPLEMENTAL INFORMATION false AMANDA LELAND FAMILY MEMBER OF EDWARD LELAND, OFFICER 42465 SEE SUPPLEMENTAL INFORMATION false BON APPETIT COMPANY VENDOR AND CONTRIBUTOR 8530446 SEE SUPPLEMENTAL INFORMATION false BRIAN WEICK FAMILY MEMBER OF CYNTHIA WEICK, A FORMER KEY EMPLOYEE 122043 SEE SUPPLEMENTAL INFORMATION false BRUBECK COMMONS LLC OWNED BY RONALD BERBERIAN, REGENT 315930 SEE SUPPLEMENTAL INFORMATION false FATHEHM NADERSHAHI FAMILY MEMBER OF NADER NADERSHAHI, A KEY EMPLOYEE 36872 SEE SUPPLEMENTAL INFORMATION false JESSICA EBBERS FAMILY MEMBER OF DANIEL EBBERS, A KEY EMPLOYEE 26955 SEE SUPPLEMENTAL INFORMATION false NAVID KNIGHT FAMILY MEMBER OF NADER NADERSHAHI 33859 SEE SUPPLEMENTAL INFORMATION false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ACADEMY FOR ACADEMIC LEADERSHIP, WHO PROVIDES LEADERSHIP TRAINING SERVICES, WAS A VENDOR AND CONTRIBUTOR TO PACIFIC. THE AMOUNT SHOWN REPRESENTS ALL PAYMENTS MADE IN FISCAL YEAR 2017. EDWARD LELAND, DIRECTOR OF ATHLETICS, AN OFFICER, IS RELATED TO AMANDA LELAND, HIS DAUGHTER, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2016 FOR AMANDA LELAND. BON APPETIT MANAGEMENT COMPANY, WHO PROVIDES STUDENT DINING SERVICES, WAS A VENDOR AND CONTRIBUTOR TO PACIFIC. THE AMOUNT SHOWN REPRESENTS ALL PAYMENTS MADE IN FISCAL YEAR 2017. CYNTHIA WEICK, DIRECTOR OF POWELL SCHOLARS PROGRAM, A FORMER KEY EMPLOYEE, IS RELATED TO BRIAN WEICK, HER HUSBAND, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2016 FOR BRIAN WEICK. RONALD BERBERIAN, BOARD MEMBER, OWNS BRUBECK COMMONS LLC, WHO WAS PAID FOR OFF CAMPUS HOUSING PROVIDED TO THE UNIVERSITY'S STUDENTS. THE AMOUNT SHOWN REPRESENTS ALL PAYMENTS MADE IN FISCAL YEAR 2017. NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO FATEHM N. NADERSHAHI, HIS WIFE, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2016 FOR FATEHM N. NADERSHAHI. DANIEL EBBERS, INTERIM DEAN OF THE CONSERVATORY OF MUSIC, A KEY EMPLOYEE IS RELATED TO JESSISCA EBBERS, HIS WIFE, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2016 FOR JESSICA EBBERS. NADER NADERSHAHI, DEAN DUGONI SCHOOL OF DENTISTRY, KEY EMPLOYEE, IS RELATED TO NAVID KNIGHT, HIS BROTHER, WHO IS ALSO AN EMPLOYEE AT THE UNIVERSITY. THE AMOUNT SHOWN REPRESENTS IRS FORM W-2 BOX 5 WAGES FOR CALENDAR YEAR 2016 FOR NAVID KNIGHT. Schedule L, Part III GRANTS OR ASSISTANCE BENEFTING INTERESTED PERSONS PER THE 990 INSTRUCTIONS, THE UNIVERSITY IS NOT REQUIRED TO IDENTIFY THE INTERESTED PERSONS WHO RECEIVED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THE UNIVERSITY MUST GROUP EACH TYPE OF ASSISTANCE PROVIDED TO INTERESTED PERSONS. THIS IS DONE IN ORDER TO PROTECT THE IDENTITY OF THE STUDENTS. X 1 65000 Market value X 48 1545413 Market value X 2 8062 Market value X 8 821694 Market value X Education Equipment 4 851600 Market value 1 false true false Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - Number of Contributions Securities - Publicly traded - Number of Contributions Food inventory - Number of Contributions Drugs and medical supplies - Number of Contributions Other - Education Equipment Number of Contributions Form 990, Part I, Line 6 Total Number of Volunteers The University is fortunate to benefit from the services of volunteers across its numerous schools, departments, and programs, but the University does not formally track this population. Form 990, Part III, Line 4d Description of other program services (Expenses $ 14,019,761 including grants of $) RESEARCH: INCLUDES EXPENDITURES FOR ACTIVITIES SPECIFICALLY DESIGNED TO PRODUCE HIGH-QUALITY RESEARCH OUTCOMES WHILE PROVIDING HANDS-ON RESEARCH TRAINING TO BOTH UNDERGRADUATE AND GRADUATE STUDENTS. Form 990, Part IV, Line 11b Investments - other securities 5% or more of total assets ALTERNATIVE INVESTMENTS ARE THE MAJORITY OF THE "OTHER" SECURITIES. THE ENDOWMENT HAS A 32% TARGET TO ALTERNATIVES WHICH IS PRIMARILY NON-PUBLICLY TRADED SECURITIES. THESE INVESTMENTS INCLUDE MARKETABLE ALTERNATIVES AND PRIVATE EQUITY. AT FYE 2017, THESE ASSETS REPRESENTED APPROXIMATELY 22% OF THE ENDOWMENT. Form 990, Part VI, Line 1a EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT FOR THE BOARD BETWEEN REGULAR BOARD MEETINGS ON ALL MATTERS EXCEPT THE FOLLOWING, WHICH SHALL BE RESERVED FOR THE BOARD: (I) PRESIDENTIAL SELECTION AND TERMINATION, (II) BOARD MEMBER AND BOARD OFFICER ELECTION, (III) CHANGES IN MISSION AND PURPOSES OF THE INSTITUTION, (IV) AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS, (V) INCURRENCE OF CORPORATE INDEBTNESS, (VI) ACQUISITION, SALE AND OTHER DISPOSITION OF REAL ESTATE, EXCEPT THE ACQUISITION, SALE OR OTHER DISPOSITION OF REAL ESTATE WHICH MEETS CERTAIN CONDITIONS SET FORTH IN BOARD POLICY, (VII) ADOPTION OF THE ANNUAL BUDGET, AND (VIII) CONFERRAL OF DEGREES. IN ADDITION TO ITS AUTHORITY TO TAKE ACTION ON EMERGENCY MATTERS THAT CANNOT OR SHOULD NOT BE DEFERRED TO THE NEXT SCHEDULED MEETING OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL: (I) OVERSEE THE WORK OF THE BOARD COMMITTEES, (II) PERIODICALLY REVIEW THE BYLAWS AND RECOMMEND ANY APPROPRIATE CHANGES TO THE BOARD, AND (III) SUPPORT THE PRESIDENT, AND ANNUALLY EVALUATE HIS OR HER PERFORMANCE, COMPENSATION AND CONDITIONS OF EMPLOYMENT. Form 990, Part VI, Line 11b Review of form 990 by governing body The full Board of Regents of the University annually reviews the IRS 990 prior to filing using the following process: - A draft of the return is electronically submitted to the Board Audit Committee for review. The Audit Committee Chair then sends comments and questions to the Associate Vice President for Business and Finance for resolution. - The Associate Vice President for Business and Finance summarizes the Audit Committee's questions in writing and submits the explanations and a draft of the return to the full Board for any further comment. - Board members send comments and questions to the Audit Committee Chair. The Chair forwards questions to the Associate Vice President for Business and Finance for resolution. - The Associate Vice President for Business and Finance summarizes the Board's questions in writing and submits the explanations to the Audit Committee Chair for any further comment. - The return is finalized and filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy The University regularly and consistently monitors and enforces compliance with its written conflict of interest policy. Each year, all Board of Regents members and key employees identified by the Board's Audit Committee, inclusive of those reported as Board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees in this IRS 990, are required to complete and sign a conflict of interest survey. Surveys are submitted confidentially to the Director of Internal Audit for review. All individuals surveyed are required to sign an annual disclosure of any direct or fiduciary relationships that they (or members of their family) maintain with organizations that do business with the University which could be reasonably construed to affect their independent, unbiased judgment in light of their decision-making authority or responsibility. These individuals ("covered persons") affirm they: - Have received a copy of the conflict of interest policy; - Have read and understand the policy; - Agree to comply with the policy: and - Have disclosed any direct or indirect financial interest relationship. Any potential conflicts are addressed through further discussion with the respondent and resolved and disclosed as appropriate. If the Director of Internal Audit has reasonable cause to believe a Covered Person has failed to disclose actual or possible conflicts of interests, he or she shall inform the person of the basis for such belief and allow the Covered Person an opportunity to explain the alleged failure to disclose. Covered Persons who have declared or been found to have a conflict of interest must refrain from participation in the consideration of proposed transactions, unless for special reasons the Board or administration requests clarifying information or interpretation. Persons with conflicts may not vote or be present at the time of a vote. If after such notice and opportunity to disclose is provided, the Chair of the Audit Committee determines that a failure to make the required disclosure continues, the matter is referred to the Audit Committee of the Board of Regents, who review the matter and if it is determined that there is a conflict refers the matter to the full board of regents, which takes the necessary action to mitigate the conflict to protect the interest of the University. In addition, the University separately surveys all board members, officers, key employees, highly compensated employees and former key and/or highly compensated employees as part of the annual IRS 990 review process to inform the answers to conflict of interest and governance. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE UNIVERSITY'S BOARD OF REGENTS IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT AND SETTING THE PRESIDENT'S COMPENSATION UPON THE RECOMMENDATIONS OF THE BOARD'S EXECUTIVE COMMITTEE AND COMPENSATION COMMITTEE. EACH YEAR, A COMPENSATION COMMITTEE COMPOSED OF THREE TO FOUR NONEMPLOYEE MEMBERS OF THE BOARD IS FORMED TO STUDY AND MAKE PRESIDENTIAL COMPENSATION RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. IN ACCORDANCE WITH THE BYLAWS (ARTICLE IV), THE EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW OF THE PRESIDENT AND REVIEWS THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE. THE EXECUTIVE COMMITTEE THEN MAKES A RECOMMENDATION TO THE FULL BOARD AS TO THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE FULL BOARD, AFTER CONSIDERATION OF THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE AND EXECUTIVE COMMENT, THEN APPROVES AND ADOPTS THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE PRESIDENT, AS A MEMBER OF THE BOARD OF REGENTS, IS RECUSED FROM ALL COMPENSATION DISCUSSIONS BY, AND IS NOT INVOLVED IN ANY DECISIONS OF, THE EXECUTIVE COMMITTEE OR THE BOARD. THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE AND FULL BOARD BASE THEIR RECOMMENDATIONS AND DECISION (AS APPLICABLE) ON THE FOLLOWING: CONSULTATIONS WITH AND REPORTS OF INDEPENDENT COMPENSATION CONSULTANTS WORKING AT THE DIRECTION OF THE COMPENSATION COMMITTEE WHICH INCLUDE, AMONG OTHER INFORMATION, STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEY BY THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGES AND UNIVERSITIES (AICCU) AND STUDIES OF THE ANNUAL SALARIES OF PRESIDENTS OF COMPARABLE INSTITUTIONS AS REPORTED IN THE COMPENSATION SURVEYS BY THE COLLEGE AND UNIVERSITY PERSONNEL ADMINISTRATORS (CUPA). THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF REGENTS MINUTES DOCUMENT EACH GROUP'S RECOMMENDATION OR APPROVAL OF THE COMPENSATION FOR EACH YEAR. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Board of Regents is responsible for establishing the conditions of employment for other key institutional officers who serve under the direction of the President, including the Provost and the vice presidents. The President evaluates and recommends compensation and benefits for each officer. Each year, the President reviews the most recent annual compensation surveys prepared by the Association of California Colleges and Universities (AICCU) and the College and University Personnel Administrators (CUPA) in order to establish comparable rates of pay for similarly-sized private doctoral institutions. Compensation for other key employees is established by the Provost or Vice President with oversight responsibility for the related school or division, using market information from AICCU, CUPA, and other sources relevant to the responsibilities of the school or division key employee position. Performance reviews, along with any merit and equity salary adjustments, were completed during the fiscal year ended 6/30/17. Form 990, Part VI, Line 19 Required documents available to the public The University's conflict of interest policies and audited financial statements are posted on its website, www.pacific.edu. The governing documents are not made publicly available except to the extent that they appear as attachments to Forms detailed in response to question number 18, in which case they would be provided upon request to the Office of General Counsel, University of the Pacific, 3601 Pacific Avenue, Stockton, CA 95211. Certain governing documents, including the University's Articles of Incorporation, are on file with the State of California. Form 990, Part VII, Section A, Line 1a, Column (B) Average Hours Per Week The University does not track hours worked by Trustees, Officers, Key Employees, and Highest Compensated Employees. Full-time exempt employees of the University are expected to work no less than 40 hours per week. Amounts provided in Part VII are based upon University estimates. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other - Total Revenue: 8313905, Related or Exempt Function Revenue: 8234071, Unrelated Business Revenue: 79834, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances ACTUARIAL GAIN (LOSS) ON TRUST & ANNUITY AND OTHER CHANGES - -2210080;